Skip to content
Disclosery

Colonial Trust Advisors: IWN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on IWN, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 2,292 IWN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,292 shares
    Change vs previous 13F -58 shares

    0.06% of the 13F portfolio, value $507,174.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,350 shares
    Change vs previous 13F -56 shares

    0.06% of the 13F portfolio, value $434,327.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,406 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $439,456.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,413 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $426,039.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 2,413 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,416 shares
    Change vs previous 13F -614 shares

    0.02% of the 13F portfolio, value $381,034.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 3 shares
    • Colonial Trust Co / SC: 2,413 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,030 shares
    Change vs previous 13F -32 shares

    0.07% of the 13F portfolio, value $458,197.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,062 shares
    Change vs previous 13F -31 shares

    0.08% of the 13F portfolio, value $521,795.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,093 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $514,582.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).